Other · DOL Form 5500 · 2022
University of Hawaii Foundation Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $285,956
- Avg per participant High balance/head
Official DOL plan name: University of Hawaii Foundation 403(b) Plan · Sponsored by University of Hawaii Foundation · Hawaii · Educational Services
$28M in assets, 99 participants
University of Hawaii Foundation's University of Hawaii Foundation 403(b) Plan reported $28M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,729 in Educational Services (4,024 peers)
Where University of Hawaii Foundation 403(b) Plan sits by assets
University of Hawaii Foundation 403(b) Plan sits in the top quartile of all filed plans by assets, $28M for 99 participants (~$285,956/participant), down 15.2% in 2022.
- #2,729
- in Educational Services (4,024 peers)
- -15.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Hawaii Foundation 403(b) Plan's outsized position by total assets
University of Hawaii Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,309,615 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
University of Hawaii Foundation 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Hawaii Foundation 403(b) Plan is a small filing (99 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 990085260 · University of Hawaii Foundation PY 2022 · Other
University of Hawaii Foundation 403(b) Plan · $28M · 99 · 82nd
- VS-ST $28M
- BOY 99
- SCH 82nd
- EBSA Other
- PART near Salisbury School DC Retirement Plan
- TYPE ind #2729
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Hawaii →
University of Hawaii Foundation 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 990085260 |
| Plan Effective Date | 1975-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Hawaii Foundation)
Sponsor-wide plan assets over time
All University of Hawaii Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 23.11996118633192% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $28M |
| 2023 | 1 | 89 | $33M |
| 2024 | 1 | 105 | $35M |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.1B · 7,026
- Punahou School Defined Contribution Retirement Plan $269M · 934
- Iolani School Defined Contribution Retirement Plan $169M · 458
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $132M · 900
- The Queen's Health Systems Retirement Plus Plan $103M · 642
University of Hawaii Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Salisbury School DC Retirement Plan in CT ($28M); by covered participants it is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Salisbury School DC Retirement Plan (CT) $28M · 178
- The Colburn School Tda / DC Plan (CA) $28M · 294
- Qlarant 403(b) Plan (MD) $28M · 537
- Sewickley Academy DC Plan (PA) $28M · 160
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.